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WEC Energy
WEC

Overview Fund Activity

550 hedge funds and large institutions have $11.6B invested in WEC Energy in 2014 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 165 increasing their positions, 189 reducing their positions, and 42 closing their positions.

Holders
550
Holders Change
+33
Holders Change %
+6.38%
% of All Funds
14.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
81
Increased
165
Reduced
189
Closed
42
Calls
$30.2M
Puts
$9.74M
Net Calls
+$20.4M
Net Calls Change
-$12M

Top Buyers

1
WHG
1
Westwood Holdings Group
Texas
$107M
2
Norges Bank
2
Norges Bank
Norway
$128M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$465M
4
BFA
4
BlackRock Fund Advisors
California
$423M
5
ATN
5
AMF Tjänstepension
Sweden
$36.1M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$220M
2
American Century Companies
2
American Century Companies
Missouri
$0
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$143M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$26.9M
5
LM
5
Luminus Management
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BPBT
476
Boston Private Bank & Trust
Massachusetts
$185K 3,500 – –
WEC
477
Winslow Evans & Crocker
Massachusetts
$184K 3,484 – –
Parallax Volatility Advisers
478
Parallax Volatility Advisers
California
$177K 3,365 -3,422 -50%
HDIM
479
Hanson & Doremus Investment Management
Vermont
$167K 3,170 – –
KLWA
480
Kelly Lawrence W & Associates
California
$158K 3,000 +3,000 New
ST
481
Smithfield Trust
Pennsylvania
$152K 2,884 +600 +26%
EFSCE
482
Enterprise Financial Services Corp (EFSC)
Missouri
$148K 2,800 – –
WA
483
WFG Advisors
Texas
$133K 2,518 -409 -14%
PIA
484
Piedmont Investment Advisors
North Carolina
$118K 2,232 – –
CLOS
485
Compagnie Lombard Odier SCmA
Switzerland
$115K 2,189 -3,602 -62%
EWM
486
Evercore Wealth Management
New York
$111K 2,125 – –
EPM
487
Equitec Proprietary Markets
Illinois
$107K 2,036 +2,036 New
HPBT
488
High Point Bank & Trust
North Carolina
$105K 2,000 – –
QAM
489
QCI Asset Management
New York
$105K 2,000 – –
AFIA
490
America First Investment Advisors
Nebraska
$104K 1,965 – –
CTB
491
Country Trust Bank
Illinois
$100K 1,904 – –
SJIM
492
St. Johns Investment Management
Florida
$96K 1,812 – –
AP
493
Atwood & Palmer
Missouri
$95K 1,800 – –
WTB
494
Washington Trust Bank
Washington
$94K 1,790 – –
HIM
495
Hillsdale Investment Management
Ontario, Canada
$90K 1,700 -900 -35%
IP
496
Isthmus Partners
Wisconsin
$84K 1,600 +1,600 New
GIS
497
Guardian Investor Services
New York
$82K 1,557 -42 -3%
JFA
498
JNBA Financial Advisors
Minnesota
$81K 1,543 -87 -5%
OIA
499
Optimum Investment Advisors
Illinois
$76K 1,433 – –
SF
500
Synovus Financial
Georgia
$75K 1,422 +11 +0.8%
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20
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